Top 7 Salesforce Winter ‘21 Release Highlights

Top 7 Salesforce Winter '21 Release Highlights Blog

Who’s ready to turn the page on 2020? We’re with you, so let’s talk 2021… Specifically, Salesforce Winter ’21 Release highlights.

To help get you ready for the Winter ’21 Release (September 18 – Release Readiness Live! and October 10 & 17 – Release Weekends), Ad Victoriam’s certified consultants have poured through the latest Salesforce innovations across mobile, industry solutions, content management, AI, and more to highlight seven of the standout new features.

1. Break Up Your Record Details with Dynamic Forms

AdVic Note: Using the Lightning App Builder, Dynamic Forms now allows you to create mini-page layouts that can be placed anywhere. In addition, they can also be hidden on a per-user basis.

Salesforce Overview: Dynamic Forms is the next step in the evolution of Lightning record pages. It adds the ability to configure record detail fields and sections inside the Lightning App Builder. This feature, which is now generally available and enabled for everyone, includes some changes since the beta release.

Break Up Your Record Details with Dynamic Forms

2. Optimize the Opportunity Scoring Model

AdVic Notes: Available to the entire Salesforce community with the Winter ’21 Release, you now have the availability to exclude certain records – and ignore fields of your choosing – from the Einstein Opportunity Scoring model.

Salesforce Overview: Fine-tuning your scoring model can yield more accurate scores. When setting up Einstein Opportunity Scoring, you can choose to have Einstein look only at opportunities that meet certain conditions. Also, decide if you want Einstein to exclude any custom opportunity fields from the scoring model.

Optimize the Opportunity Scoring Model

3. Find Changed Deals at a Glance

AdVic Notes: Sales Managers who need to stay updated on the movement of deals will especially like this. Change to the Opportunity List views in Lightning allows users to see if Opportunity amounts or close dates have been changed. In addition, via the Forecasting tab, you now have the ability to update sales stages.

Salesforce Overview: Opportunity deal change highlights help your sales team prioritize work by showing recent changes to amounts and close dates. For example, knowing which deals changed helps sales managers with their weekly coaching sessions. In the opportunities list view and Kanban view, text colors and arrows indicate amounts and close dates that changed during the last seven days. And users can hover over an arrow to get details.

Find Changed Deals at a Glance

4. Apply Audiences to Record Detail Pages with Record-Based Criteria

AdVic Notes: Communities often require additional customization as they are external facing. This new update extends the customization to the record detail page which was previously only customizable through the use of record types.

Salesforce Overview: You can now vary what people see on a record detail page using audience criteria based on record fields. For example, you can display different theme layouts when someone is looking at a coffee machine or a box of tea, or different pages for high-value and low-value opportunities. Also, we moved record criteria from the advanced section into the main body of the editor, so you can easily combine it with user criteria to create custom formulas.

5. Display Survey Pages Based on Your Data

AdVic Notes: Do you use Salesforce Surveys? If so, you now have the ability to create unique customer journeys by defining which survey page they skip to next based on Salesforce data.

Salesforce Overview: Let data in your Salesforce org determine which survey page participants view next. Use variables to define conditions in your page branching logic. Use associated record merge field variables and participant record merge field variables to define field-level conditions. Use org variables to define conditions based on your org’s information. Use custom variables to define conditions based on values that you define.

Display Survey Pages Based on Your Data

6. Be More Efficient with the Actions Launcher Redesign

AdVic Note: This update brings more parity to the Field Service app between iOS and Android. This is a great step toward a more unified experience across the devices making training and troubleshooting easier.

Salesforce Overview: Working on iOS and Android is easier with the updated Actions launcher. The Actions launcher’s look and feel are now the same across platforms, giving users a consistent experience, no matter their device. Section headers make it faster to find what you’re looking for when navigating through action lists.

Be More Efficient with the Actions Launcher Redesign

7. Analyze Your Lightning Page Performance

AdVic Notes: Ever get a complaint about page loading speeds from a Lightning user? Salesforce has now given you the ability to see what components are the culprits causing this. Locate the “Analyze” button in the Lightning App builder to get suggestions for page loading speed improvements.

Salesforce Overview: Discover ways to make your record page perform better based on analysis right inside the Lightning App Builder. Performance Analysis in App Builder evaluates the fields, instances of the Related Lists component, and metadata of a record page. With the click of a button, get best practices and suggestions for improving page performance and the end-user experience.

Analyze Your Lightning Page Performance

 

If you need help implementing any of the Winter ’21 Releases, you need a partner with extensive knowledge, depth of experience, and proven customer success. The Ad Victoriam team is ready to help you figure out your needs now! Just fill out the form below, or click here.

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B2B Commerce Solution Nets Significant ROI

B2B Commerce Solution Nets Significant ROI

Ad Victoriam recently completed a B2B integration project for a high tech company that specializes in video conferencing and multimedia solutions. They provide the consulting services and presentation products necessary to enhance a company’s ability to effectively communicate its message through a multimedia project or an integrated video conference solution. Here are the details of the project…

AdVic Salesforce Consultants Love a Challenge

This AdVic client was already using Salesforce® Sales and Community Cloud. However, they needed to integrate an eCommerce platform into their system. Doing this allowed them to meet the online ordering requirement set by a large customer. As they sought a solution, they also kept the productivity of their team in mind. AdVic’s client wanted a solution that required minimal manual intervention from their sales team so they could focus on new sales, and not order entry/fulfillment. They chose B2B Commerce to meet their needs, and the expert Ad Victoriam team to implement their solution.

AdVic’s Resolution Led to Immediate ROI

With our client’s solution now set, giving them the greater flexibility and scalability they desired, how, exactly, are they now working more efficiently and capitalizing on their ROI?

  • Channel creation now drives the client’s revenue from a new source with minimal sales team intervention.
  • The client has transitioned to a more modern automated process, enabling them to compete with large competitors.
  • The need for sales reps to manually calculate and apply pricing to orders has been eliminated. This has increased the client’s velocity of order fulfillment.
  • The client’s onboarding process for their customers has been sped up through standardization, automation, and application of best practices.
  • The integration of FedEx has eliminated the client’s manual quoting and shipping processes. It has also expedited product shipments and enhanced purchasing data management.
  • All-inclusive, this solution immediately led to new business for AdVic’s client.

As we did with this client, Ad Victoriam’s dedicated B2B Commerce team is ready to apply their knowledge and passion to help you create and drive revenue from a new channel. Whether you are migrating from a legacy eCommerce solution or just starting to dip your toe into the B2B eCommerce world, our team has the skills and expertise needed to get your branded storefront up and running quickly so you can drive new revenue. Let’s drive revenue together starting today!

Watch AdVic’s Webinar “B2B Commerce: The Online Sales Advantage”

B2B Commerce: The Online Sales Advantage - Watch Our Webinar

 

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Listen to Ad Victoriam’s “Salesforce Simplified” Podcast: “Introduction to Salesforce’s B2B Commerce.”

 

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Salesforce Integration Propels Productivity

Salesforce Integration Propels Productivity

The Disciple Training School (DTS), deep in the heart of paradise, in Kona, Hawaii, which trains future missionaries, reached out to Ad Victoriam Solutions (AVS) to help their non-profit connect their systems and increase their efficiencies.

Known as leaders in the field of integrating disconnected systems and streamlining processes, we dispatched a team of three AVS consultants to Kona for a week – all for free – to implement and integrate Salesforce Sales Cloud and Salesforce Community Cloud which helped them reach their goals. Here’s how we accomplished our mission.

Salesforce Integration Customer Story
Problem

DTS was utilizing two disparate systems – a homegrown Customer Relationship Management (CRM) system and a security platform to enroll students into their program. Student enrollment and data management between their systems was time intensive and proved to be unreliable.

Solution: The Salesforce Platform

AVS implemented the Salesforce Platform to replace DTS’ complex homegrown CRM. AVS leveraged Heroku to integrate DTS’ Salesforce Sales Cloud with their security system enabling records to automatically be passed to their security system, along with a photo, so a student badge could be easily generated. As a result, enrollment time was reduced by 5 to 10 minutes for each of the more than 700 enrollees per semester.

To further enhance the DTS system, AVS designed a plug-in force.com component for the Salesforce Mobile app enabling the school’s security guards to view the students contact record in real-time, remotely. In addition to the student photo and status, the security guards are now able to activate and deactivate the student in the app itself.

Community Cloud Money Transfer
Problem

The DTS students are responsible for raising money to cover their schooling and daily needs. DTS wanted the students to have access to their accounts so they could manage their funds for tuition, supplies, and meals. In addition, as a mission-based program, students are given the opportunity to put money into their fellow students’ accounts to assist those who are struggling financially.

Solution: Salesforce Community Cloud

AVS created a multi-screen process guiding students through designated pages where they could make their own payments or donate to another student anonymously. They could choose the timing of their donation and the school for which the payment was to be paid. The DTS Community Cloud was made accessible through an iPad in the cafeteria and was multi-lingual to accommodate all of the students. The custom-coded solution uses Apex code along with Lightning Styles.

Salesforce Integration Mission Accomplished

Salesforce Integration Mission Accomplished

In the end, AVS created a scalable system that saves DTS valuable time, and is the foundation of an automation system that can easily be enhanced in the future.

Commenting on our solution for DTS, a spokesperson said, “The Ad Victoriam team was professional, personable, and incredibly enjoyable to work with! They spent time understanding our organization and made the custom solution that we needed – we are thrilled with the results! They were also a great resource for us – providing valuable input on how we can continue to improve as a University with our Salesforce implementation. As we say here in Hawaii – ‘mahalo nui loa’ (thank you very much)!”

If you are working with limited resources and need to increase productivity, contact us, we can help. We promise, we’ll chat and advice, not sell.

Fun Fact: Salesforce Co-CEO, Mark Benioff, drew his inspiration for Salesforce’s company-wide culture, or “Ohana,” from Hawaii. Ohana is a word that describes the Hawaiian concept of family, including blood relatives, adopted members, and intentionally chosen connections, and further reinforces the spirit of “Aloha.” Read more about Benioff’s initiative here.